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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,036 hedge funds and large institutions have $21B invested in Schwab US Large- Cap ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 368 increasing their positions, 426 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,036
Holders Change
+3
Holders Change %
+0.29%
% of All Funds
16.58%
Holding in Top 10
165
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.61%
% of All Funds
2.64%
New
77
Increased
368
Reduced
426
Closed
54
Calls
$4.22M
Puts
$1.09M
Net Calls
+$3.13M
Net Calls Change
+$632K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$2.13B
2
ML
2
McAdam LLC
Pennsylvania
$124M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$318M
4
CL
4
Choreo LLC
Illinois
$38.1M
5
SEI Investments
5
SEI Investments
Pennsylvania
$1.45B

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$430M
2
Creative Planning
2
Creative Planning
Kansas
$1.42B
3
CSIA
3
Charles Schwab Investment Advisory
California
$4.59B
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$136M
5
IA
5
IFP Advisors
Florida
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
776
Focus Partners Advisor Solutions
Missouri
$316K -$121K -7,503 -28%
BTI
777
Blue Trust Inc
Georgia
$315K -$105K -6,981 -25%
SB
778
Strategic Blueprint
Georgia
$314K -$17K -1,053 -5%
AIM
779
Acropolis Investment Management
Missouri
$314K -$19.8K -1,230 -6%
IAM
780
Innovis Asset Management
Illinois
$313K +$1.79K +111 +0.6%
PA
781
Parkside Advisors
California
$312K – – –
QCM
782
Quantinno Capital Management
New York
$312K -$4.12K -255 -1%
FMWA
783
Forvis Mazars Wealth Advisors
Missouri
$308K +$339 +21 +0.1%
GB
784
Goepper Burkhardt
South Carolina
$306K – – –
AWE
785
Avidian Wealth Enterprises
Texas
$306K -$20.4M -1,265,490 -99%
PMFA
786
Plante Moran Financial Advisors
Michigan
$305K -$59.4K -3,684 -16%
C
787
CEDRUS
Colorado
$304K +$3.72K +231 +1%
2L
788
25 LLC
Missouri
$304K +$304K +18,711 New
PK
789
Pflug Koory
Nebraska
$302K – – –
JIC
790
Joel Isaacson & Co
New York
$302K – – –
WJWM
791
Williams Jones Wealth Management
New York
$301K +$301K +18,654 New
CG
792
CFO4Life Group
Texas
$300K +$290 +18 +0.1%
OSAM
793
O'Shaughnessy Asset Management
Connecticut
$296K -$1.65K -102 -0.6%
SG
794
StoneX Group
New York
$295K -$26.1K -1,620 -8%
CCM
795
Colorado Capital Management
Colorado
$295K – – –
TCMP
796
Thrive Capital Management (Pennsylvania)
Pennsylvania
$294K -$31.2K -1,962 -10%
AL
797
ACAS LLC
California
$294K +$48 +3 +0%
SAG
798
SageView Advisory Group
California
$293K -$213K -13,239 -42%
HI
799
Hudock Inc
Pennsylvania
$293K +$532 +33 +0.2%
CSPIA
800
Cary Street Partners Investment Advisory
Virginia
$292K – – –
30 31
32
33 34